With over 15 years of experience in the financial services industry, Michael Breitfeller, CFP®, has built a career dedicated to helping individuals, families, and businesses navigate the complexities of wealth management, financial planning, retirement income strategies, estate planning, and corporate retirement plan consulting. His commitment to delivering personalized and strategic financial solutions has earned him the trust of clients and partners alike.
In 2025, Michael embarks on an exciting new chapter by joining his wife's independent Registered Investment Advisor (RIA) firm. This transition marks a significant milestone in his career-one that aligns with his deep-seated passion for fostering meaningful relationships and creating financial strategies tailored to each client's unique goals. What excites Michael most about this move is the firm's ability to cultivate true alignment across clients, the team, and strategic partners. He believes that financial success is not just about numbers, but about forging collaborative relationships that empower individuals and businesses to thrive. By integrating his expertise with the firm's values, Michael is eager to contribute to a culture of trust, transparency, and innovation, ensuring that every client benefits from his approach to wealth management.
As he steps into this new role, Michael remains dedicated to delivering insightful guidance and unwavering support, helping clients build lasting financial security and confidence in their future
See DisclosuresBachelors of Science - Business Mgmt
University of North Carolina @ Wilmington
08/2005 -12/2009
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